LGA Australia have a unique and exclusive relationship with the world’s leading independent investment solutions firm, Segal Marco Advisors.
To provide our clients with access to the level of investment research and expertise that only the largest institutional clients can usually obtain, we partner with Segal Marco to assist with all aspects of asset allocation modelling, third party fund manager and product due diligence and research, and also in order to access investment opportunities typically reserved only for multi-billion dollar institutional investors.
Segal Marco advise over 600 clients, with combined advisory assets exceeding USD500 billion. Like LGA Australia, Segal Marco are independent and employee owned, with no conflicts of interests that might sway their advice. Their senior professionals average 25 years of experience, unheard of in the investment consulting industry.
Segal Marco have global reach, with detailed investment research conducted by staff based in the US, Europe and Australia. This enables us to provide our clients with an investment advisory service that is global, independent, unbiased and without conflict at a standard set by the largest investors around the world.
In addition, to ensure complete transparency, Segal Marco also coordinate and produce all of the portfolio reporting for our clients. The level and quality of our investment reporting is without parallel in private wealth, and is the same as that received by the largest and most sophisticated global institutional investors.